OXFORD FINANCIAL GROUP, LTD. LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OXFORD FINANCIAL GROUP, LTD. LLC on UNH, newest first. How the timeline and the estimate are built.

OXFORD FINANCIAL GROUP, LTD. LLC held 0 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -942 shares
13F-HR 0001398344-26-014028 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 942 shares
Change vs previous 13F -82 shares
0.01% of the 13F portfolio, value $254,770.
13F-HR 0001398344-26-008494 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,024 shares
Change vs previous 13F -149 shares
0.02% of the 13F portfolio, value $338,140.
13F-HR 0001398344-26-003025 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,173 shares
Change vs previous 13F +250 shares
0.02% of the 13F portfolio, value $405,088.
13F-HR 0001398344-25-020854 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 923 shares
Change vs previous 13F -161 shares
0.02% of the 13F portfolio, value $287,940.
13F-HR 0001398344-25-015547 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,084 shares
Change vs previous 13F +70 shares
0.04% of the 13F portfolio, value $567,627.
13F-HR 0001398344-25-009589 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,014 shares
Change vs previous 13F -250 shares
0.03% of the 13F portfolio, value $512,771.
13F-HR 0001398344-25-002405 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,264 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $738,774.
13F-HR 0001398344-24-020512 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).